Overview
Juni AI Receipt Reminder automatically notifies you of missing receipts based on a chosen frequency (daily, weekly, or monthly). You can easily configure or turn off these reminders for your entire organization.
This feature eliminates manual follow-ups, saves time spent chasing down documentation, and ensures you have complete financial data for a faster, stress-free month-end closing.
How to use Juni AI Receipt Reminder
Juni allows 2 ways in which Owners, Accountants and Admins can send missing receipt reminders:
Manual reminders for select transactions
Automated reminders for all transactions with missing receipts
How do I send manual reminders for missing receipts?
Open: Accounting > Prep & Export
Click on the transaction for which you want to send the reminder. This will open a side panel
Click on Send reminder. The name of the card owner will be automatically selected. You can add more members if you choose to
Click on send
How do I send manual reminders in bulk for missing receipts?
Open: Accounting > Prep & Export
Select multiple transactions for which you want to send reminders
Click on “Bulk Action” button at the bottom
Click on “Send attachment reminder”
Select the correct names and click on Send
How do I set up automated receipt reminders?
Juni has built an automated missing receipt reminder feature. Employees will be automatically emailed to remind them to upload their missing receipts at a set frequency. Only Admins, Owners and Accountants can turn this off or change the frequency, and the changes will apply to the whole organisation.
The Buyer/Spender role cannot change the setting for this notification.
By default, at a company level, the automated reminder for missing receipts will be sent monthly.
Go to Settings
Navigate to Accounting
Ensure the right frequency is selected
Change the frequency if you want to
Turn off the toggle if you don’t want any reminders for the whole organisation
What do Daily, Weekly and Monthly mean from a time and date point of view?
Below is how we will send out reminders based on what you have selected from the Accounting setting:
Daily: 8 AM CEST
Weekly: 8 AM CEST on Fridays
Monthly: 8AM CEST last 5 days of the month
How to turn off the need for receipts for transactions?
If you don’t want receipts for transactions and don’t want card users to be reminded of them, turn this off for transactions using the “Required” toggle.
Frequently Asked Questions
What is Juni AI Receipt Reminder?
What is Juni AI Receipt Reminder?
Juni AI Receipt Reminder is a feature that automatically sends reminders for missing receipts based on a frequency you choose. The goal is to make your bookkeeping easier by ensuring all receipts are uploaded on time.
Do the reminders apply to all users?
Do the reminders apply to all users?
Yes, when you set up or turn off the reminders, it applies to the entire organisation.